EWM
Empirical Wealth Management’s CEL-SCI Corp CVM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-13,253
| Closed | -$146K | – | 520 |
|
|
2021
Q3 | $146K | Sell |
13,253
-13,250
| -50% | -$146K | 0.01% | 436 |
|
|
2021
Q2 | $230K | Hold |
26,503
| – | – | 0.01% | 403 |
|
|
2021
Q1 | $403K | Sell |
26,503
-3,387
| -11% | -$51.5K | 0.03% | 284 |
|
|
2020
Q4 | $349K | Hold |
29,890
| – | – | 0.03% | 289 |
|
|
2020
Q3 | $381K | Hold |
29,890
| – | – | 0.03% | 249 |
|
|
2020
Q2 | $446K | Buy |
29,890
+1,080
| +4% | +$16.1K | 0.04% | 224 |
|
|
2020
Q1 | $332K | Hold |
28,810
| – | – | 0.04% | 232 |
|
|
2019
Q4 | $264K | Hold |
28,810
| – | – | 0.03% | 274 |
|
|
2019
Q3 | $258K | Hold |
28,810
| – | – | 0.03% | 242 |
|
|
2019
Q2 | $241K | Buy |
28,810
+13,275
| +85% | +$111K | 0.03% | 228 |
|
|
2019
Q1 | $55K | Hold |
15,535
| – | – | 0.01% | 230 |
|
|
2018
Q4 | $45K | Hold |
15,535
| – | – | 0.01% | 196 |
|
|
2018
Q3 | $63K | Hold |
15,535
| – | – | 0.01% | 211 |
|
|
2018
Q2 | $14K | Buy |
15,535
+4,235
| +37% | +$3.82K | ﹤0.01% | 185 |
|
|
2018
Q1 | $16K | Hold |
11,300
| – | – | ﹤0.01% | 171 |
|
|
2017
Q4 | $21K | Buy |
+11,300
| New | +$21K | ﹤0.01% | 151 |
|